· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GOODY, CLANCY & ASSOCIATES, INC. — GOODY, CLANCY 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20260309093700NAL0002139809001
GOODY, CLANCY & ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
GOODY, CLANCY 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
Late filing · 3.8 mo
Active participants
78
Accounts w/ balance
82
Plan assets (EOY)
$15.8M
Net assets (EOY)
$15.8M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GOODY, CLANCY & ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
GOODY, CLANCY & ASSOCIATES, INC.
EIN
04-2301242
Address
420 BOYLSTON STREET · BOSTON, MA · 021164002
Phone
(617) 262-2760
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-03-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
ATELIER TEN USA LLC
ATELIER TEN USA LLC 401(K) PLAN
$15.9M · 70 participants
ROBERTSON/LOIA/ROOF, P.C.
ROBERTSON/LOIA/ROOF, P.C. 401(K) SAVINGS PLAN
$15.7M · 54 participants
HKIT ARCHITECTS
HKIT ARCHITECTS 401(K) PLAN
$16.0M · 57 participants
HASENSTAB ARCHITECTS, INC.
HASENSTAB ARCHITECTS, INC. 401K PROFIT SHARING PLAN
$16.0M · 81 participants
INVISION ARCHITECTURE, LLC
INVISION ARCHITECTURE 401(K) RETIREMENT PLAN
$15.7M · 106 participants
100
Knocking points off
Filed 3.8 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
BLDD ARCHITECTS, INC.
BLDD ARCHITECTS DEFINED CONTRIBUTION PLAN
$16.0M · 60 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
